
Client Engagement Specialist
H&R Block, Chapel Hill, NC, United States
About Us
At H&R Block, we empower individuals through tailored support and inspire confidence in their financial choices. Our dynamic culture values diversity, connection, and inclusion, as we aim to positively influence our clients and the community.
Our Vision
We are committed to continuous improvement through our innovative 'Block Next' strategy, designed to enhance client experiences while promoting sustainable growth. If you enjoy challenges and aspire to make a difference in your community, we invite you to apply.
Your Role
As a Client Engagement Specialist, your key responsibility will be to ensure that our clients feel appreciated and supported. You will provide exceptional service that builds trust in their financial decisions, nurturing strong client relationships year after year.
Your Responsibilities
Warmly greet clients and address inquiries with a friendly attitude.
Connect clients with the right tax professional based on their unique requirements.
Efficiently manage and schedule client appointments according to their preferences.
Ensure that all client needs are met, whether during in-person visits, over the phone, or through virtual meetings.
Collaborate with colleagues to maintain a tidy and organized office environment.
Assist with additional related tasks to support the team and clients as needed.
Your Qualifications
High school diploma or equivalent required.
Ability to work flexible hours and in various locations.
Experience in sales or marketing preferred.
Strong multitasking abilities in a fast-paced setting.
Excellent organizational and time-management skills.
Proficient in Microsoft Office applications.
Why Join Us?
At H&R Block, we prioritize the well-being of our associates. Our comprehensive benefits package includes:
Employee Assistance Program for health and wellness support.
Well-being initiatives like BetterYou to encourage healthy habits.
Resources to support neurodiversity and caregivers.
Discounts on everyday products and services.
Eligibility for medical coverage, 401k retirement savings, and employee stock purchase plans.
Our Commitment to You
We are dedicated to fostering a connected culture at H&R Block, where trust and collaboration flourish. You'll work alongside a passionate team focused on mutual growth and support. Join us and make a meaningful difference! H&R Block is an equal opportunity employer and celebrates diversity in all its forms.